Kenteth James Blossom

Current Employers

Employment History

• 04/2004 → 10/2019
  Everence Financial Advisors
  Goshen, IN
• 03/2005 → 02/2025
  Concourse Financial Group Securities Inc
  Kalona, IA
• 06/2007 → 09/2019
  Everence Trust Company
  Goshen, IN
• 10/2014 → Present
  Everence
  Kalona, IA
• 03/2007 → 02/2025
  Concourse Financial Group Securities Inc
  Kalona, IA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Kalona, IA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-03-12 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Kalona, IA
  Kalona, IA
  Birmingham, AL
• 2007-06-14 → 2019-09-30
  Everence Trust Company
  Kalona, IA
  Goshen, IN

Other Businesses

1. NAME OF OTHER BUSINESS: EVERENCE SERVICES DBA EVERENCE TRUST COMPANY OR EVERENCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST, FINANCIAL AND INSURANCE SERVICES START DATE: 10/2019 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY (A FEDERALLY CHARTERED SAVINGS BANK) AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. SUB-LEASE OFFICE RENTAL; Non-investment related; 301 5th Street, Kalona IA 52247; Office Space Rental; Sub-lease; Start Date 10/2015; No hours per month; Sub-lease of office space to a local attorney (Brenneman, Attorney At Law); I monitor controls to ensure my files are protected from the lessee, and any of the lessee's visitors. 3. HILLCREST ACADEMY; Non-investment related; 1421 540th Street SW, Kalona IA 52247; Education; Spouse - Director of Finance; Start Date 06/2016; 30 hours per month with 26 hours per month occurring during trading hours; My spouse is Director of Finance at Hillcrest Academy. Her HR related duties include processing payroll, accounts payable/receivable, etc., l and contributions into an employer sponsored retirement plan where Mennonite Retirement Trust is trustee and I am an advisor of record with each participant. Additionally, there are a few current employees at Hillcrest Academy who have an existing Non-brokerage Account held at Concourse Financial Group Securities Inc (IRA, Non-qualified, or the previous employer sponsored retirement plan at Hillcrest Academy 403(b)) where I am the registered representative on these accounts. 4. HILLCREST ACADEMY; Non-Investment Related; 1421 540th Street SW, Kalona, IA 52247; Education; Softball Coach; Start Date 05/2022; 10 hours per month with no hours per month during trading hours; Head softball coach for the high school. >> POA; Non-Investment Related; 3977 Pomodoro Circle #304, Cape Coral, FL 33909; Other; Power of Attorney; Start Date 01/2023; No hours per month; Named as Power of Attorney for my parents; I am Executor of each of their wills as well.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-03-09
• S63 Uniform Securities Agent State Law Examination
  2005-04-27

Designations

Other Names

• Kent Blossom